^

Week Ahead: Fed and ECB meetings, Lunar New Year, 20% S&P Earnings, $SUI $266m Unlocks, $MOVE mainnet.

$UNI: Uniswap V4 launches next week, enabling highly customizable pools.
$BTC: Next FOMC interest rate decision on January 29.
$MODE: Mode Terminal (AI-powered interface for on-chain interactions) launching soon.
Quai: Quai Network mainnet launches on January 29—a scalable Proof-of-Work blockchain.
$BAL: Balancer V3 launching on Arbitrum by end of January.
SUI∗∗:266M worth of SUI tokens unlocking on February 1.
$MOVE: Movement Mainnet (Move-based Ethereum L2) launching in early February.

Global Updates:
China industrial profits and PMI (Monday).
Germany IFO and US new home sales (Monday).
ECB’s Lagarde speaks in Budapest (Monday).
US consumer confidence and durable goods (Tuesday).
Informal dinner with Lagarde and Von der Leyen (Tuesday).
Earnings: GM and Starbucks (Tuesday).
Fed, Brazil, and Canada rate decisions (Wednesday).
Spain GDP and earnings: Tesla, Microsoft, Meta, ASML (Wednesday).
ECB rate decision and US Q4 GDP (Thursday).
Earnings: Apple, CAT, Visa, UPS, Deutsche Bank, Shell (Thursday).
France and Germany CPI, US personal income, PCE inflation, employment cost index (Friday).
Earnings: Samsung (Friday).

On February 1, Sui (SUI) will unlock 64.19 million tokens worth $256.14 million, about 2.13% of its circulating supply. This is the largest scheduled unlock by value during this period.

Looking at the price performance of $SUI after unlocks, 2024 was the best-performing year for SUI, even after those 1B to 3B token unlocks.

Unlocks likely align with bullish trends, bullish announcements, and seasonality.

$sui circulating supply and Price Performance. Price went quiet opposite of Unlocks. Call it > Bullish teams?

$SUI 2024 Announcements. (which helped counter the unlock pressure.)

Wintermute holds over $160M worth of Solana $SOL tokens compared to no Solana holdings 2 months ago, likely for market making services for new Solana launches and memecoins.

Meanwhile, Jump Trading holds $75M+ in ETH as its second-largest position and staked ETH $90M+ as its top holding.

Wintermute holdings sorted by weekly inflow...

Jump trading..

There is a 99.5% chance that the Fed will keep rates at 4.25%-4.5% as per cme fed tool.

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

Meanwhile, Trump is demanding a rate cut...

Institutes fomc outlook...

FED LEAVES RATES UNCHANGED AT 4.25-4.5%

For context, when Trump launched the tariff war in 2018, the S&P 500 (-12%), ACWI (-12%), China (-17%), and Bitcoin (-65%) initially dropped from march 2018 to sept 2018's intra-month low.

Bitcoin x Global Money Supply. updated..

BTC United states m2..